Both have had their market caps diminished by 80% or more on a trial failure, but I believe that's where the comparison ends. CLSN has no other pipeline products, they have Thermodox in Phase II Trials in other cancers, but no Phase III's. In short, AEZS has far more potential with a strong pipeline, one approved product, one product soon to submit an NDA, one product about to start Phase III, and finally Perifosine, the failed product in Colon Cancer about to report on what they're told in a peek at the data in a second Phase III Trial in MM.
I believe anyone seriously comparing the two will recognize AEZS ought to be worth far more.
skitahoe, I completely agree with your analysis. AEZS should be worth at least $150M to $200M market cap which translate to $6 to $8 PPS. AEZS will go up and reaches its true value over time. And I don't mean long time, I mean within the next several months we will see AEZS catching up.